Notes

The weekly note

Every Sunday: the quality companies furthest under their Market Value, the setups closest to a trigger, and what well-known investors said about them. Free, short, sourced.

This week’s quality dips: Nov 1, 2026Sun Nov 1, 2026 · issue 184 quality companies are in a deep dip after the Nasdaq 100 fell 3.5% on Friday. APP sits 24% under its Market Value; TWLO is 0.9% from a reversal signal trigger.

Information only, not investment advice.